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Colton Groome Financial Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Colton Groome Financial Advisors’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$670K Buy
+6,374
New +$645K 0.16% 82

Other funds holding IWX

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Colton Groome Financial Advisors's IWX Position: Q2 2026 in Review

Colton Groome Financial Advisors opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 6,374 shares worth $670K. The stake represents 0.16% of the portfolio and ranks #82 among its holdings.

64 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Colton Groome Financial Advisors held 6,374 shares of iShares Russell Top 200 Value ETF worth $670K as of Q2 2026.
  • iShares Russell Top 200 Value ETF was a new Colton Groome Financial Advisors position in Q2 2026.
  • iShares Russell Top 200 Value ETF made up 0.16% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #82 holding.
  • 64 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.